Roehl & Yi Investment Advisors, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 2097566
Eugene, OR
Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$338,484
-$124,446 QoQ
Shares Held
6,969
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#714
of 1,232 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Roehl & Yi Investment Advisors, LLC holds $1,220,621 across 3 Oil & Gas E&P names. OXY ranks #2 (27.7% of the industry book) .
All Filings in OXY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,484 | 6,969 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $462,930 | 7,122 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $329,427 | 6,972 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $361,580 | 8,607 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $352,430 | 7,140 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $270,470 | 5,474 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||